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Pinnacle Wealth Planning Services’s UNIFI UFI Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio UFI Stock Details UFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-39
Closed -$1K – 1843
2020
Q4 		$1K Buy
+39
New +$603 ﹤0.01% 2190

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IAM
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Pinnacle Wealth Planning Services's UFI Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of UNIFI (UFI) in Q1 2021, closing a stake of 39 shares — an estimated $1K sold.

Pinnacle Wealth Planning Services first reported a position in UFI in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 114 funds tracked by Wall St. Rank hold UFI as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining UNIFI position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 39 UNIFI shares in Q1 2021, an estimated $1K.
  • Pinnacle Wealth Planning Services first reported a position in UNIFI in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's UNIFI position peaked at $1K in Q4 2020.
  • 114 funds tracked by Wall St. Rank held UNIFI as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.